Client Advisor Business Development

Leading Financial Institution

Edinburgh

Competitive Package

Alan Everett on +44 (0) 7785 567 978 or email by clicking here

Senior Client Advisor to identify and focus on potential new clients through existing business contacts or via intermediaries, and developing a robust business network.

Our client, a leading financial institution, is seeking a client advisor to work as part of a small team in Edinburgh, to manage Key and High Net Worth clients. Responsibilities will involve developing a robust business network and securing new clients and looking after the ongoing financial and wealth management needs of these clients. Working closely with product and marketing specialists in London who will provide support. The ideal candidate will have a minimum of 5 years experience of UK Private Banking/Wealth Management/Financial Planning in a client facing role. Sound investment and financial knowledge across all asset classes is expected together with strong marketing skills and the ability to identify and prospect new clients. Proven leadership qualities and effective people management skills are essential.

Currently looking for candidates